PROFILE

Results-driven professional skilled in defining, planning and executing business transformation initiatives by effectively aligning strategy, people, processes and technology.

  • Expert in resource management, including leading and managing large IT departments and project teams.
  • Numerous full lifecycle, multi-million dollar project experience.
  • Strong communication skills with a talent for persuasion and facilitating alignment.
  • Deep and wide functional knowledge, including supply chain management, finance / accounting, global operations, sales, ecommerce and digital marketing.
  • Broad industry experience, including financial and consulting services, manufacturing, consumer products (CPG), wholesale distribution, high-tech, and oil & gas.
  • Extensive skills in team leadership, organizational change management, schedule planning, risk management, and budget administration.
  • Certified Project Management Professional / PMP, and active member of Project Management Institute / PMI Dallas chapter. Certified Scrum Master / CSM, and member of Scrum Alliance. SAFe Scaled Agilest and Lean Portfolio Management certified. Lean Six Sigma Green Belt / LSSGB Professional.

 

EXPERIENCE

Deloitte
Sr. Manager, DT Portfolio Management
Dallas, TX
January 2020 - Present

PMO leader, managing multiple portfolios of over $30M of yearly technology investments for the US Member Firm.

  • Collaborated with the portfolio account teams to deliver high business value transformational initiatives, enabling the firm to drive efficiencies while achieving its strategic objectives.
  • Provided and ensured consistent project and program management services across multiple portfolios, including Government / Public Services, Finance and Administration.
  • Led a team of over fifteen project and program managers with over thirty concurrent projects, including several multi-year / multi-million-dollar / firm transformational initiatives.
  • Partnered with account leaders and helped facilitate yearly portfolio strategy sessions with firm business leadership, identifying and obtaining yearly funding for program priorities.
  • Managed the fiscal period forecasts with the account teams, identifying areas of budget risks, trends and opportunities.
  • Prepared and facilitated monthly Council Calls with portfolio business leaders and stakeholders to review program roadmaps, confirm priorities and obtain direction on dependencies, key decisions, and risks.
  • Helped establish and drafted content for periodic portfolio newsletter, providing firm leaders with updates on achievements, financials, and project / program status.
  • Managed the PMO strategy and adoption of Scaled Agile (SAFe) methodology and led the PMO Metrics and Analytics strategy.
  • Led a global initiative with the firm’s Contact Center to drive cost saving initiatives to reduce yearly spend by over $2M.

 

Lehigh Hanson, Inc.
Project Management Office Director
Irving, TX
July 2018 – November 2019

Responsible for overseeing the IT portfolio of projects for a $4.5B construction materials company, providing leadership, coordination, and management over all processes and functions of the PMO.

  • Led a team of project managers, demand manager, business analysts, project coordinators and contractors, with an active portfolio of over 25 concurrent projects and budget of over $10M.
  • Transformed a new PMO team structure, aligning with functional areas and business leaders
  • Implemented CA PPM Clarity which was leveraged to instill new demand management, project management and resource capacity management processes
  • Created project and project manager KPIs and metrics to measure success.
  • Developed resource plans, budget tracking and forecasting while managing team to achieve target scope, schedule and costs.
  • Led the successful deployment and benefits realization of numerous technology implementations and acquisition integration projects.
  • Identified and managed project dependencies and impacts among projects across the portfolio.

 

Southern Glazer’s Wine & Spirits
IT Director
Dallas, TX
February 2013 – July 2018

IT leader at an $18B wholesale beverage distributor with roles of increasing responsibility.

Digital Enterprise Program Director
November 2017 – July 2018

Responsible for the delivery of the largest corporate strategic program, which drove over 20% incremental revenue growth.

  • Managed the implementation of an integrated digital platform of Salesforce.com (CRM) and SAP Hybris (eCommerce)
  • Oversaw a multi-million dollar budget and led over 70 project resources.
  • Directed the selection and negotiation of the strategic digital platform.

Director, Integration Program Management
July 2016 – November 2017

Responsible for the integration of the enterprise applications following the merger of Southern and Glazer’s, Inc.

  • Created business case and ROI analysis, identifying both business and technology synergies with consolidating enterprise applications across the newly merged company.
  • Managed a team of project managers and business analysts, and directed the integration program activities between IT departments in Dallas and Miami.
  • Led the integration work of the corporate backoffice systems, including SAP ERP and JDA demand planning and replenishment.
  • Collaborated with other IT departments in defining the new “ways of working” with the merged company, including project management methodologies, PMO templates, and project management tools.

Director, IT Project Management Office
February 2013 – July 2016

Responsible for overall IT project delivery, enabling corporate growth and reducing overall IT spend, managing a team of IT project managers and SAP functional support team.

  • Established a new Project Management Office (PMO) and demand management processes within IT.
  • Implemented and enforced project and program management standards, including methodologies and tools.
  • Oversaw the overall IT capital and operational budgeting and scrutinized monthly spend versus planned.
  • Developed a 3-year IT project portfolio and roadmap, and executed the strategy based on changing business priorities, resource capacity, dependencies and risks.
  • Managed the implementation and deployment of several strategic projects, including SAP Business Objects on HANA, CRM on HANA, sales mobility platform, and an integrated corporate pricing tool.
  • Collaborated with other IT functions and business executives to conduct cost benefit analysis and strategic planning on a number of IT initiatives, including an enterprise content management policy, business analytics center of excellence (CoE), software hosting / cloud services, and other major IT investments and projects.

 

Fossil
Program Manager
Richardson, TX
March 2007 – February 2013

Managed multiple major global projects, directing the implementation of key process improvements and solutions, enabling the company to achieve aggressive growth goals, with revenues doubling in just four years (from $1.5B to over $3B) and operating income doubling in two years. Worked with executive-level management to support overall strategy and with line management for construction and execution of tactical plans.

  • Led the development of a 3-year strategy and IT roadmap for all global functions of the company.
  • Directed the design and implementation of a new PMO organization, processes and tools.
  • Developed RFP templates and supervised the selection process for a number of software applications and implementation services.
  • Managed the successful implementation of Fossil’s first international ecommerce website in Germany and supported the launch of succeeding international sites in UK, Australia and Singapore.
  • Led the process design and requirements definition for an enterprise supply chain initiative.
  • Served as functional lead for the planning and scoping for a global PLM project, working directly with the product development team in Hong Kong.
  • Initiated, designed and managed the implementation of a custom wholesale assortment planning solution.
  • Directed the process improvement and execution of a new order management system and implementation of a factory collaboration portal.
  • Documented the requirements and oversaw the implementation of numerous SAP BW projects.
  • Managed the implementation of an international master data management solution.
  • Led the corporate process changes and communications to support the PCI (Payment Card Industry) compliance program.

 

BearingPoint, Inc.
Manager – Strategy, Process & Transformation
Dallas, TX
February 2004 to March 2007

Project highlights include:

  • Managed the global training and deployment readiness of SAP financials, procurement, and time & labor to an international energy services company.
  • Directed a project team in the successful end-user adoption of processes and systems for an implementation impacting over 10,000 employees. Spent over 12 weeks on international assignments. Awarded the BearingPoint Compass Award in recognition of exemplary performance on the project.
  • Facilitated process improvements and quality assurance for a global shared services center implementation at a major oil and gas company. Guided the migration of financial and accounting processes to a new offshore office.
  • Developed an organizational transformation strategy for a $3.5 billion specialty retailer implementing Oracle HR. Performed a workforce readiness assessment and developed detailed plans for corporate transition, training and communications.
  • Led the change management track of an Oracle 11i financials implementation for a $1.5 billion, international software company. Developed a strategy and project plan to support the activities around training design and delivery. Managed a team in the development of end-user courseware, and organized delivery of training activities.

 

Arthur Andersen / Hitachi Consulting (acquired July 2002)
Senior Consultant – Business Transformation
Dallas, TX
August 2001 to January 2004

Project highlights include:

  • Managed a strategic change engagement for the contract administration department of a $1.5 billion, industrial and commercial waste provider. Assisted the finance department in the transition to a new company headquarters in another state by developing a business continuation plan, documenting job functions and system processes, and providing training and support to new employees.
  • Directed the change management activities as part of the project management office of a Siebel implementation for a $1 billion software company. Created and managed the execution of the project communications plan. Organized status of track activities and presented weekly to Steering Committee. Managed the data consolidation for the inside sales organization in preparation for cutover.
  • Assisted a regional $1 billion wine and spirits distributor in the selection of an Enterprise Resource Planning software solution. Documented and mapped key functional processes. Composed tactical scripts and demonstration scenarios.

 

EDUCATION

Texas Christian University
Master of Business Administration
Fort Worth, TX
May 2001

Texas A&M University
Bachelor of Business Administration, Marketing
College Station, TX
May 1995